-18.3%
DTG vs VOO
+75.6%
-93.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -0.9% | -2.0% | +1.1% | -0.3% |
| 30D | -4.1% | -1.7% | -2.4% | -3.6% |
| 3M | -5.6% | +4.7% | -10.3% | -7.1% |
| 6M | -6.2% | +12.6% | -18.7% | -9.9% |
| YTD | -4.6% | +11.8% | -16.4% | -8.3% |
| 1Y | -9.7% | +17.5% | -27.2% | -14.6% |
| 3Y | -6.4% | +77.0% | -83.3% | -24.3% |
| All | -18.3% | +75.6% | -93.9% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling